Financial Planning Strategies and Financial Education in a Family: A case study

Abstract

Crafting a financial plan plays a key role in the lives of individuals, families, and organizations, allowing them to achieve their financial goals in the short and long term. This process involves the structuring of revenues, expenses, investments, and financial objectives, helping the conscious use of resources, avoiding unnecessary indebtedness, and establishing a solid and secure financial future (ALBUQUERQUE; SOEIRO; CARNEIRO, et al., 2022; OLIVEIRA, 2023; BRIDGES; COAST; RANGEL, 2022).